The David Lin Report

The David Lin Report

Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.

  1. 5 HR AGO

    Fed Under Attack; What's Next For Stocks, Bitcoin, Gold As Bull Market 'Ends' | Gareth Soloway

    Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offGareth Soloway, President of Verified Investing, discusses the FOMC's latest rate cut decision, what's next for monetary policy, and what's next for markets. Watch Gareth's previous interview with me: https://youtu.be/iO5dGDuYocE?si=J0Tvnwno8lC6zcsp*This video was recorded on September 17, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW GARETH SOLOWAY:X (@Garethsoloway): https://x.com/GarethSolowayX (@InvestVerified): https://x.com/InvestVerifiedVerified Investing website: https://verifiedinvesting.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.'0:00 - FOMC action4:20 - Tariffs on the labor market5:35 - Fed's economic growth projection8:50 - Recession outlook 13:55 - End of bull market 18:00 - Market hedging 22:00 - Real estate 24:00 - Bitcoin28:49 - Gold31:00 - Fed independence 32:30 - Dollar 36:00 - Hard assets 38:00 - Future rate cuts #economy #stocks #bitcoin

    40 min
  2. 1 DAY AGO

    'Serious Sell-Off' This Fall: Fed Action To Trigger Market Panic | John Feneck

    John Feneck, CEO of Feneck Consulting, argues that gold and silver will outperform stocks because the economy is weaker than people think.Watch John's last interview with David: https://www.youtube.com/watch?v=hmUWmHqF7Ig*This video was recorded on September 11, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JOHN FENECK:Website: http://www.feneckconsulting.com FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:03 - Market outlook and corrections4:04 - Fed rate cut expectations and Powell’s dilemma5:46 - Labor market weakness6:44 - Expectations for this Fall9:50 - Why gold is rising despite no rate cuts13:32 - Gold price targets for 202616:26 - Recession risks and economic warning signs17:47 - Silver’s late rally and target price20:39 - Portfolio allocation: bullion vs miners24:07 - Misconceptions and red flags about investing in precious metals28:10 - What to look for in mining companies31:07 - Responding to gold critics 34:09 - Mining stocks#gold #economy #investing

    39 min
  3. 1 DAY AGO

    ‘Superinflation’ Crisis: Cash To Lose 50% Value, ‘Violent’ World Clash | Phillipe Gijsels

    Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offPhilippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis, predicts that global tensions and economic changes will lead to higher inflation and much higher prices for gold, silver, and other commodities. Watch Phillipe's last interview with me: https://youtu.be/34BJdgdNwMg?si=a7IzMNsAec_Ctpc-*This video was recorded on September 16, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PHILIPPE GIJSELS:LinkedIn: https://www.linkedin.com/in/philippe-gijsels-5563131/X (@pgijselsh): https://x.com/pgijsels"The New World Economy In 5 Trends": https://a.co/d/eD0UTIDFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.1:26 - Economic news from Europe4:53 - Global growth: China9:03 - Investing in times of “Superinflation”18:23 - “Tectonic Plates” colliding economically24:04 - 30-year rising in the U.S.25:27 - Dollar30:56 - Hyper-innovation in the future32:50 - Superinflation36:03 - Gold and central banks42:01 - Other commodities#geopolitics #economy #investing

    48 min
  4. 2 DAYS AGO

    Will The Fed Crash Markets Tomorrow? Warning Signs 'Flashing Red' | Adrian Day

    Adrian Day, President of Adrian Day Asset Management, explains why he expects Fed rate cuts, believes the dollar will continue weakening, and thinks gold mining stocks will outperform gold itself despite both reaching new highs.Watch Adrian's last interview with David: https://www.youtube.com/watch?v=IlLoV0tKHwo*This video was recorded on September 12, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:56 - Fed policy and rate cut predictions’5:01 - Labor market and inflation reality7:00 - $1 Trillion interest expense problem10:59 - Trump’s Fed criticism and data dependency issues15:22 - Dollar decline and weakening foreign appetite18:52 - Reserve currency status and central bank gold buying21:18 - Bear case for gold 25:08 - Market warning signs and investor outlook28:23 - Bond market29:07 - Mining stocks32:26 - Contrarian concerns about gold consensus35:02 - Miners vs. Bullion #gold #investing #economy

    39 min
  5. 2 DAYS AGO

    Frank Giustra On $40,000 Gold, ‘1945’ Style Monetary Reset

    Frank Giustra, CEO of the Fiore Group, argues that the US dollar-based financial system is collapsing due to excessive debt and that gold prices will rise dramatically as countries create alternative monetary systems centered around gold.Watch Frank's last interview with David: https://www.youtube.com/watch?v=ioctVU3eS1U*This video was recorded on September 10, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW FRANK GIUSTRA:Website: https://frankgiustra.com/Twitter (@Frank_Giustra): https://twitter.com/Frank_GiustraFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:20 - Gold market outlook and fiat crisis3:22 - Bifurcation of the world with different global financial systems8:15 - Gold standard and central bank buying12:24 - US gold imports and Russian claims about stablecoin strategy17:06 - China summit and tariff war21:28 - Fed vs. Treasury24:49 - Dollar decline and debt-fueled speculation28:39 - Fed and BLS discussion36:01 - Starting over in what industry?37:54 - Global mining assessment43:17 - World bifurcation into trading blocs45:48 - Bitcoin vs. Gold investment debate48:38 - Fiore group’s future business plans50:09 - When to sell#investing #economy #gold

    51 min
  6. 6 DAYS AGO

    Gold To Break $9,000 This Cycle? Crack-Up' Boom Just Started | Florian Grummes

    Florian Grummes, Managing Director of Midas Touch Consulting, predicts Bitcoin will hit $150,000 and gold will reach $9,000 due to massive money printing that forces investors into hard assets as fiat currencies lose value.Watch Florian’s last interview with David: https://www.youtube.com/watch?v=SoXiZI4gsH4*This video was recorded on September 10, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW FLORIAN GRUMMES: Website: https://www.midastouch-consulting.comLinkedIn: https://www.linkedin.com/in/floriangrummes/X: https://twitter.com/FlorianGrummesSubstack: https://substack.com/@midastouchconsultingSeeking Alpha: https://seekingalpha.com/author/florian-grummesTelegram: https://t.me/MidasTouchConsultingFacebook: https://www.facebook.com/Midastouchconsulting FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:04 - Bitcoin analysis5:18 - Solana and altcoins6:44 - Trump administration and crypto9:51 - Long-term Bitcoin perspective12:47 - Current markets vs. 2008 financial crisis15:20 - “Crack-up Boom” crash16:59 - Portfolio allocation18:24 - Hard assets as inflation hedge19:57 - Four drivers of gold’s bull market16:15 - How to spot asset bubbles30:39 - Economic data weaknesses33:59 - Main st. Vs. Wall St.35:16 - Oil#gold #bitcoin #stocks

    39 min
  7. 10 SEPT

    Fed To Cut ‘In A Big Way’: Will Market ‘Breakdown’ Follow? | Tavi Costa

    Tavi Costa, Portfolio Manager for Crescat Capital, argues that we are in the early stages of a major bull market for gold, silver, and mining stocks while tech stocks are overvalued and money will rotate into commodities and emerging markets as the dollar weakens.Watch Tavi's last interview with David: https://www.youtube.com/watch?v=5zVp0yGxfDQ*This video was recorded on September 9, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TAVI COSTA:Crescat Capital: https://www.crescat.net/Twitter (@TaviCosta): https://twitter.com/TaviCostaFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.00:00 - Intro.1:15 - Are we in a bubble?3:26 - Tech stocks5:16 - Is it time to sell?7:29 - Recent market performance9:40 - Inflation and emerging markets11:46 - Dollar decline12:57 - Emerging market sectors15:15 - DXY prediction16:28 - Stablecoins vs. dollar weakness17:50 - Weaker dollar agenda19:00 - US current account deficit crisis20:16 - Portfolio positioning22:04 - GDX up 90%23:49 - Comparison to previous gold bull cycles25:55 - Institutional interest in gold miners28:27 - What happens in 20 years?30:45 - Fed Policy predictions and monetary/fiscal policy#gold #economy #investing

    34 min
  8. 10 SEPT

    Silver Price Explosion: How Long Can It Last? | Joaquin Marias

    Learn more about Argenta Silver here: https://argentasilver.com/ and on X (https://x.com/argentasilverag)Joaquin Marias, CEO of Argenta Silver, discusses how his company's stock has risen 300% since its 2023 founding as silver prices reach 13-year highs, with plans to expand their pure silver mining project in Argentina that has 50 million ounces and vast unexplored potential.*This video was recorded on August 29, 2025 and is sponsored by Argenta Silver.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JOAQUIN MARIAS AND ARGENTA SILVER:X (@argentasilverag): https://x.com/argentasilveragArgenta Silver website: https://argentasilver.com/ FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:31 - Silver market overview and supply-demand deficit2:54 - Financing in the current market environment4:47 - Argenta Silver overview7:40 - What makes Argenta Silver unique10:50 - Company performance15:31 - Current cash position and future investment plans17:17 - Resource expansion timeline18:49 - 5-year vision and growth strategy21:10 - Major shareholders23:25 - Joaquin’s background23:29 - Shareholder concentration risk27:43 - Key takeaways and investment highlights#investing #silver #minerals

    30 min

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Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.

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